Wipfli Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Wipfli Financial Advisors’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$10K	Buy	+178	New	+$11.6K	﹤0.01%	1845

Other funds holding IVW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wipfli Financial Advisors's IVW Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2022: 178 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1845 among its holdings.

1,193 funds tracked by Wall St. Rank hold IVW as of Q3 2022.

Wipfli Financial Advisors held 178 shares of iShares S&P 500 Growth ETF worth $10K as of Q3 2022.
iShares S&P 500 Growth ETF was a new Wipfli Financial Advisors position in Q3 2022.
iShares S&P 500 Growth ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1845 holding.
1,193 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.